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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,076 | $59,440+167.6% | $78,004+103.9% | $82,637+92.5% |
| Participation rate | 38.5% | 62.8%-24.4pp | 69.4%-31.0pp | 68.1%-29.6pp |
| Annual return | 5.71% | 40.24%-34.5pp | 31.07%-25.4pp | 53.51%-47.8pp |
| Employer contribution / active EE | $1,916 | $1,750+9.4% | $2,469-22.4% | $2,552-24.9% |
| Participant deferral / active EE | $5,519 | $3,138+75.9% | $4,092+34.9% | $4,126+33.8% |
| Admin fee / account holder | $1,750 | $5,504-68.2% | $7,578-76.9% | $7,339-76.1% |